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Steele Financial Services
Financial Planner in Bellingham WA
Areas of Expertise | financial planning | retirement planning | accounting services | asset management | annuities | long term care | living trusts |
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Address
119 Grand Ave Ste A
Bellingham, WA
98225 -
Contact
tel (360) 647-1739
fax (360) 937-1396
miranda@steelefs.com -
Map
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About
Steele Financial Services our mission is to provide customized financial and investment advice to empower our clients to achieve confidence and comfort in their financial lives. We manage investments holistically based on a comprehensive financial life plan. We specialize in offering sustainable and responsible investing (SRI) with environmental, social, and governmental (ESG) screens. With options such as fossil fuel free portfolios, we seek to align your investments with your values.
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Online
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I've been doing this for 34 years
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Hours of Operation
Mon, Wed, Fri 9:00AM - 5:00PM
Tue, Thu, Sat - Sun Closed
Holidays Closed